KFP
K

Keystone Financial Planning’s Kellanova K Stock Holding History

Keystone Financial Planning’s Portfolio K Stock Details K Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,756
Closed -$718K – 45
2025
Q3 		$718K Hold
8,756
– – 0.21% 35
2025
Q2 		$696K Hold
8,756
– – 0.21% 36
2025
Q1 		$722K Hold
8,756
– – 0.22% 37
2024
Q4 		$709K Sell
8,756
-33
-0.4% -$2.67K 0.22% 37
2024
Q3 		$709K Hold
8,789
– – 0.21% 36
2024
Q2 		$507K Hold
8,789
– – 0.17% 38
2024
Q1 		$504K Sell
8,789
-110
-1% -$6.06K 0.16% 40
2023
Q4 		$498K Sell
8,899
-578
-6% -$30.2K 0.16% 40
2023
Q3 		$530K Buy
+9,477
New +$564K 0.19% 40
2023
Q2 		– Sell
-23,313
Closed -$1.47M – 48
2023
Q1 		$1.47M Buy
+23,313
New +$1.47M 0.5% 33
2022
Q4 		– Sell
-113,917
Closed -$7.45M – 47
2022
Q3 		$7.45M Buy
113,917
+497
+0.4% +$34.2K 2.86% 6
2022
Q2 		$7.6M Buy
113,420
+563
+0.5% +$36.6K 2.67% 12
2022
Q1 		$6.83M Buy
112,857
+3,965
+4% +$238K 2.29% 19
2021
Q4 		$6.59M Buy
108,892
+2,653
+2% +$157K 2.24% 20
2021
Q3 		$6.38M Buy
106,239
+10,349
+11% +$620K 2.32% 18
2021
Q2 		$5.79M Sell
95,890
-1,626
-2% -$98.8K 2.1% 18
2021
Q1 		$5.8M Buy
97,516
+71,426
+274% +$4M 2.16% 19
2020
Q4 		$1.52M Buy
+26,090
New +$1.57M 0.63% 28

Other funds holding K

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BPMC
Buckland Partners Management Co Harrison, New York $165M AUM
TIM
Tevis Investment Management Plano, Texas $176M AUM 18.14% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $787M AUM
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Keystone Financial Planning's K Position: Q4 2025 in Review

Keystone Financial Planning sold out of Kellanova (K) in Q4 2025, closing a stake of 8,756 shares — an estimated $718K sold.

Keystone Financial Planning first reported a position in K in Q4 2020 and held it in 18 quarters. The position peaked at $7.6M in Q2 2022. 6 funds tracked by Wall St. Rank hold K as of Q4 2025.

  • Keystone Financial Planning reported no remaining Kellanova position as of Q4 2025 after selling out during the quarter.
  • Keystone Financial Planning sold 8,756 Kellanova shares in Q4 2025, an estimated $718K.
  • Keystone Financial Planning first reported a position in Kellanova in Q4 2020 and held it in 18 quarters.
  • Keystone Financial Planning's Kellanova position peaked at $7.6M in Q2 2022.
  • 6 funds tracked by Wall St. Rank held Kellanova as of Q4 2025.

Based on Keystone Financial Planning's 13F filing for Q4 2025, filed 7 Jan 2026.